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SACKS & ASSOCIATES, LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

SACKS & ASSOCIATES, LLC’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.41M Sell
1,883
-165
-8% -$120K 0.95% 29
2026
Q1 		$1.34M Sell
2,048
-61
-3% -$41.7K 0.99% 27
2025
Q4 		$1.44M Buy
+2,109
New +$1.43M 1.06% 25

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's IVV Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC reduced its iShares Core S&P 500 ETF (IVV) stake by 8.1% in Q2 2026, selling an estimated $120K and leaving 1,883 shares worth $1.41M. The position accounts for 0.95% of the portfolio, ranked #29.

SACKS & ASSOCIATES, LLC first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.44M in Q4 2025. 2,737 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 1,883 shares of iShares Core S&P 500 ETF worth $1.41M as of Q2 2026.
  • SACKS & ASSOCIATES, LLC sold 165 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $120K.
  • iShares Core S&P 500 ETF made up 0.95% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #29 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • SACKS & ASSOCIATES, LLC's iShares Core S&P 500 ETF position peaked at $1.44M in Q4 2025.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.